Unclaimed
Nathan Frenkiel is a financial professional with over 30 years of experience in the securities industry. Nathan has a strong background in financial planning and portfolio management. He is a registered representative of J.P. Morgan Securities LLC and a licensed investment advisor in New Jersey and New York. Nathan has been with J.P. Morgan Securities LLC since December 2012. Prior to that, he worked at HSBC Securities (USA) Inc., Ladenburg Thalmann & Co. Inc., and T.R. Winston & Company, Inc. Nathan specializes in providing financial advice to individuals, families, and businesses. He is committed to helping clients achieve their financial goals through customized investment strategies.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
05/03/2021 - Present
J.p. Morgan Securities LLC (FRANKLIN SQUARE NY)
NY
01/06/2012 - 12/12/2012
HSBC SECURITIES (USA) INC. (JERICHO NY)
NY
11/20/2002 - 12/23/2011
LADENBURG THALMANN & CO. INC. (MELVILLE NY)
NY
04/03/1996 - 11/20/2002
LADENBURG CAPITAL MANAGEMENT INC. (BETHPAGE NY)
NJ
08/17/1993 - 03/19/1996
T.R. WINSTON & COMPANY, INC. (BEDMINSTER NJ)
NY
07/07/1988 - 07/20/1993
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NA
03/16/1987 - 06/01/1988
PHILIPS, APPEL & WALDEN, INC.
NA
01/07/1987 - 03/18/1987
OPPENHEIMER & CO., INC.
NA
05/30/1985 - 12/26/1986
ROONEY, PACE INC.
NA
10/18/1984 - 06/13/1985
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 06/26/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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